Core Insights - The 2025 "Must-Eat List" by Dianping was unveiled in Nanjing, featuring 3,091 restaurants across 144 cities, with Shanghai, Beijing, Chengdu, Chongqing, and Shenzhen being the top five cities in terms of the number of listed restaurants [2] - Over half of the restaurants on the 2025 list are newcomers, with more than 2,400 being lesser-known local eateries and over 1,200 being long-established local favorites [3] - The list reflects a growing trend in the culinary tourism market, with over 60% of cities seeing more than 50% of users from outside the area [3] Industry Trends - The "Must-Eat List" has become a key indicator of consumer trends in the restaurant industry over its nine years of development [3] - The list has expanded to include 10 new domestic culinary cities and 15 popular cities in Hong Kong, Macau, Taiwan, and overseas [3] - The user experience is emphasized, with a focus on real reviews and a commitment to authenticity in the evaluation process [4][5] Evaluation Process - The selection process for the "Must-Eat List" is based solely on user reviews, with no economic interests involved, and is conducted by a team of algorithm engineers, data engineers, and product managers [5] - The evaluation team analyzed 3.63 billion real reviews to select the 3,091 restaurants from over 6 million merchants, ensuring the credibility of the reviews [5] - A strong regulatory stance is maintained against businesses attempting to manipulate reviews, with independent verification processes in place [5] Business Strategy - Dianping operates independently within Meituan, focusing on enhancing user experience rather than commercial metrics [4][7] - The platform aims to maintain high information density and relevance to user needs, distinguishing itself from Meituan's efficiency-driven approach [7][8] - Future plans include launching additional lists such as "Must-Stay" and "Must-Play" to further integrate travel and dining experiences [3][9]

Core Insights - The article highlights the rise of Li Dia, a young influencer who has become a leading figure in e-commerce on Xiaohongshu, particularly during the 618 shopping festival, by utilizing a unique approach to product testing and knowledge sharing [1][3][17] - Li Dia's live streaming style focuses on transparency and education, which resonates with consumers, leading to significant sales and a growing follower base [6][9][24] Group 1: Li Dia's Unique Approach - Li Dia employs a "knowledge-driven" strategy in her live streams, showcasing product testing data and scientific principles, which creates an engaging and informative atmosphere for viewers [1][3] - The inclusion of a "disadvantages segment" in her streams encourages consumers to think critically before making purchases, enhancing trust and reducing return rates [8][9] - Her experimental content not only attracts her existing followers but also draws in new viewers, as evidenced by the high average viewing time of nearly 12 minutes during her live streams [8][9] Group 2: Consumer Engagement and Community - Li Dia's audience is characterized by a diverse set of values, prioritizing practicality and novelty in products, which aligns with her content style [6][12] - The community aspect is emphasized, with fans engaging in discussions and expressing a sense of camaraderie with Li Dia, further solidifying her influence [12][14] - The platform Xiaohongshu serves as a vital space for product reviews and community interaction, making it a preferred choice for consumers seeking genuine recommendations [9][10] Group 3: Market Trends and Opportunities - The article notes that the younger generation, particularly those born after 1995, holds significant purchasing power, making platforms like Xiaohongshu essential for brands targeting this demographic [17][20] - Brands are increasingly recognizing the value of collaborating with young influencers like Li Dia to reach and engage with younger consumers effectively [20][24] - The live commerce industry is moving towards greater regulation, which may benefit quality creators and enhance the overall market environment [24]

Core Insights - The article discusses the evolution of modern warfare, highlighting the shift from traditional combat to algorithm-driven warfare, emphasizing the role of data link attacks and AI in military operations [1][5][8] - Palantir is positioned as a key player in this transformation, leveraging advanced algorithms for military and commercial applications, and has seen significant stock price appreciation due to its perceived value in the AI sector [5][8][10] Group 1: Military Applications - Recent conflicts, such as the Ukraine-Russia war, showcase the effectiveness of AI and data-driven strategies in military operations, with Ukraine successfully using drones to target Russian assets [3][5] - Palantir's technology has been instrumental in military intelligence, assisting the U.S. military in locating high-profile targets like Osama bin Laden through data analysis and modeling [5][43] Group 2: Company Overview - Founded in 2003, Palantir initially focused on securing contracts with the U.S. military, employing a strategy of providing free software to gain trust and build relationships within military ranks [10][12] - The company has diversified its offerings, providing customized AI solutions across various sectors, including defense, finance, and healthcare, with a significant portion of its revenue derived from government contracts [22][26] Group 3: Financial Performance - Palantir's stock has surged approximately 1500% since early 2023, driven by its strong performance in the AI market and a high price-to-earnings ratio of 520, placing it among the top tech companies in the U.S. [8][10] - The company reported a quarterly revenue of $884 million in Q1 2025, with an average revenue of over $4 million per customer, indicating a strong financial position [28][29] Group 4: Product Offerings - Palantir's core products include Gotham for military and intelligence analysis, Foundry for commercial data integration, AIP for AI-driven applications, and Apollo for software deployment and data security [30][66] - The company emphasizes customization in its services, deploying teams to understand client needs and create tailored AI systems, which distinguishes it from typical SaaS providers [24][30] Group 5: Market Position and Strategy - Palantir's unique approach to data integration and analysis, based on its ontology framework, allows it to create comprehensive solutions that address complex data challenges faced by enterprises [73][78] - The company has cultivated a strong following among retail investors, with a significant portion of its stock held by individual shareholders, reflecting its appeal as a "national fortune stock" in the U.S. [85][87]

文 | 智见Time，作者 | 临泽，编辑 | 经纬 面对行业大变局，阿里巴巴持续变阵——而蒋凡的角色变得越来越重要。 6 月 26 日，阿里巴巴集团 2025 财年年报，在披露了财务成绩的同时，阿里巴巴更新了合伙人信息。其 中张勇、俞永福、彭蕾等 9 人退出合伙人之列，阿里合伙人仅剩 17 人，为阿里巴巴 2014 年上市以来最 低人数。 值得关注的是，阿里合伙人 17 人团队的核心，也就是负责选举合伙人的「阿里巴巴合伙人委员会」， 也进行了更新——5 名人员中，彭蕾离开，替代她的，是担任阿里巴巴电商事业群 CEO 的蒋凡。 其他四位分别是马云、蔡崇信、邵晓峰、吴泳铭。 而蒋凡，不仅仅是阿里巴巴合伙人中最年轻的一位，也是阿里巴巴合伙人委员会中最年轻、最晚加入阿 里的一位。 值得一提的是，此前在 6 月 23 日，阿里巴巴集团 CEO 吴泳铭宣布，饿了么和飞猪并入到阿里中国电商 事业群。在人事方面，无论是继续担任饿了么董事长兼 CEO 的吴泽明，还是继续担任飞猪 CEO 的庄卓 然，都将向蒋凡汇报。 这意味着，蒋凡在阿里巴巴的角色，变得更加重要。 此处的大背景是，进入到 2025 年，随着京东入局外卖市场和美 ...

Core Insights - The humanoid robot industry is experiencing unprecedented growth, with significant increases in sales and orders, indicating a surge in market demand [1][2][6] - Investment in humanoid robots has also seen a substantial rise, with global investments surpassing previous years, reflecting strong capital interest in the sector [3][8] Group 1: Market Demand - Humanoid robots have seen a 17-fold increase in sales during the recent sales period, with overall intelligent robot sales tripling [1][6] - Companies like Yuzhu Technology and Songyan Power have reported order increases of 200% and over 2,500 units, respectively, following high-profile events [2][6] Group 2: Investment Trends - Global investment in humanoid robots reached 18.651 billion yuan in 2025, exceeding the total for 2024 [3] - At least 27 financing events have occurred in the domestic humanoid robot sector this year, primarily in early funding rounds [3] Group 3: Factors Driving Growth - The decline in prices of humanoid robots has lowered the entry barrier for both businesses and individual consumers, with prices dropping to as low as 39,900 yuan [7][8] - The market potential is vast, with projections indicating a compound annual growth rate of 62.6% for the domestic humanoid robot market, potentially reaching 300 billion yuan by 2035 [8][9] Group 4: Policy Support - Government initiatives are increasingly focusing on the humanoid robot sector, with plans to foster innovation and application in various regions [9][10] - Policies are expected to provide financial support and resources, enhancing the industry's development and reducing reliance on external technologies [9][10] Group 5: Challenges Ahead - The primary challenge for the industry remains the practical usability of humanoid robots, which currently exhibit limitations in real-world applications [12][16] - The complexity of developing a humanoid robot's "brain" relies heavily on advancements in AI, algorithms, and data collection, which are still in progress [13][15][16] Group 6: Future Outlook - The timeline for achieving practical humanoid robots in everyday settings could extend to 5-10 years or more, given the technological challenges involved [17][18] - Companies that can effectively address these core challenges are likely to gain a competitive edge in the rapidly evolving market [19]

科股宝VIP是北京商报联合钛媒体共同推出的新闻资讯产品，包括科股一线解读、大事件必读、并购一 线、精华研报等数个栏目，围绕新闻及政策动态，提供媒体视角的解读。 以下是近期复盘及栏目发稿回顾： 1、 AI链、海内外算力链、国产半导体企业IPO迎来集中进展、部分存储产品涨价 （1）6月5日，栏目组发文《市值超越微软！英伟达3.46万亿美元"封王"，AI产业链需求持续爆发丨科 股一线拆解》文章指出： 英伟达市值再度超越微软，重夺全球市值最高上市公司头衔。截至6月4日收盘，英伟达股价报 141.92美元，过去一个月累计涨幅达25.59%，总市值达3.46万亿美元。 这场AI盛宴还惠及更多科技公司。高速连接以及高速串行链路通信解决方案提供商CRDO Credo Technology也于6月3日盘中暴涨30%。 伴随着AI算力需求的结构性爆发，光模块/CPO、液冷服务器、AEC、PCB/CCL等业绩兑现确定性 较强的AI上游算力产业链可能率先响应。 AI中下游领域还需等待边际改善。偏硬件的上游算力和下游端侧AI环节已经率先兑现业绩，中游 软件、下游AI应用等环节则尚未迎来困境反转。 国内来看，未来两周有两个重要议程：6月 ...

文|汽车像素(ID:autopix)，作者 |曹琳，编辑|冒诗阳 01.东风多研发部门拆入奕派 ▍奕派科技总经理汪俊君 6 月 26 日，东风汽车集团首次披露了将成立 "东风奕派汽车科技有限公司"（下称奕派科技）的消息。 奕派科技代表着东风汽车集团下属自主乘用车品牌向新能源转型的希望，风神、奕派、纳米三个嫡系品牌都被纳入新公司。围绕着这家新公司的运作、职 能分配，"奕派独立" 是这周末里备受东风职工关注的话题。 调整不止涉及东风乘用车一个板块，还包括研发、制造、销售在内的多个部门和公司主体，其中的核心项是研发。 汽车像素独家了解到，东风汽车研发总院（下称研发总院）的副院长程军将加入奕派科技，担任新公司的总工程师。与乘用车相关的大部分研发团队，会 从研发总院中分拆出来，并入新成立的奕派科技，具体包括乘用车开发中心、海外车型平台项目团队两个部门。 除了上述两部门的完整编制，东风汽车还会从研发总院的其他中心里抽调技术精英加入奕派科技，以快速补充新公司所需。乘用车开发中心是研发总院最 大的部门之一，一位接近东风汽车的负责人告诉我们，最终研发总院三分之一到近半数人员可能都会被划至奕派科技。 母公司东风汽车希望赋予奕派科 ...

Core Viewpoint - Bilibili (B站) serves as a significant cultural barometer within the rapidly evolving online subculture, showcasing diverse narratives and creators that reflect the complexities of contemporary youth culture [1][5]. Group 1: Key Creators and Their Narratives - "峰哥亡命天涯" (Feng Ge) and "户晨风" (Hu Chenfeng) represent two contrasting yet influential figures in Bilibili, embodying different aspects of youth culture [2][10]. - Feng Ge is characterized by an "abstract" and "madness" style, deconstructing mainstream values and presenting a philosophy of failure and authenticity through his content [6][7]. - Hu Chenfeng, in contrast, focuses on social justice and the struggles of the lower class, using a grounded narrative style that resonates with viewers seeking representation and moral engagement [10][12]. Group 2: Cultural Significance and Youth Engagement - The narratives of Feng Ge and Hu Chenfeng create a sociological text that reflects the tensions within contemporary youth culture, balancing between idealism and cynicism [5][15]. - Feng Ge's approach offers a space for young people to embrace failure and reject societal pressures, while Hu Chenfeng provides a voice for social justice and moral responsibility [9][16]. - The coexistence of these two figures illustrates a complex cultural phenomenon where youth navigate their identities and anxieties in a digital landscape, seeking both humor and meaning [17][18].

一小时订单量超越宝马半年销量，属于小米汽车的高光时刻再现，中国智能汽车产业的历史正在被改 写。 2025年6月27日，小米集团-W（01810.HK）股价开盘飙升8%，突破61港元关口，再次刷新历史新高。 资本市场的热烈反应直指前一日发生的一场行业"地震"——小米首款SUV车型YU7上市仅3分钟大定订 单突破20万台，1小时飙升至28.9万台。 按照目前的订单数据，小米汽车今年再度超额完成年度销量目标的确定性极高。截止2025年5月21日， 小米SU7系列累计交付已超过25.8万台。 文 | 港股研究社 从"手机厂商"到"生态巨头"，万亿市值的小米正在重塑中国科技企业的成长范式。 花旗支招特斯拉：想和YU7拼？降价或送FSD、多给优惠 6月26日晚，北京亦庄的小米汽车工厂灯火通明。随着雷军公布小米YU7标准版25.35万元的起售价，订 单数据开始以几何级数飙升——3分钟突破20万台，1小时逼近29万台关口。 这一数字参考一年前小米SU7发布当晚4分钟大定破1万，跨越不可谓不大；而对比同行，更是超越了宝 马全系车型5个月在华销量（28.85万辆），完成特斯拉ModelY2024年在中国市场六成以上的销量 （48 ...

6月27日消息，今天上午举行的全球人工智能开发与应用大会上，腾讯云大数据基础产品中心总经理程 彬透露，腾讯云已经构建完善的"Data+AI"能力，今年下半年将发布数据智能体产品。 程彬表示，数据作为传统数据平台、AI大模型平台的共同"石油原料"，"Data+AI"不仅仅是数据的简单 叠加，更是深度融合与创新，实现从"让数据说话"到"与数据智能对话"的跃迁。 数据显示，2024年国内数据生产总量首次突破40ZB，达到41.06ZB，同比增长25%，增速较去年提高 2.56个百分点；人均数据生产量约为31.31太字节（TB），相当于1万多部高清电影，同比增长25.17%， 数据生产总量和人均产量实现同步跃升。 最新发布的《Data+AI下一代数智平台建设指南》报告显示，Gartner研究表明，非结构化数据占当今 组织数据的70%至90%。受生成式AI计划、多模态数据处理需求的爆炸式增长以及合规性压力的推 动，企业对非结构化数据管理的需求急剧增长。 因此，非结构化数据处理支出在数据管理总支出中所占的份额将越来越大。 随着AI大模型对于数据的需求增加，传统数据平台在应对生成式AI带来的新型数据需求时，正面临严 峻挑战 ...